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William D. Wilson

Principal & Portfolio Manager

Role and Responsibilities

Bill joined Mitchell Sinkler & Starr in 2005 and is a Principal and Portfolio Manager. In addition, Bill is Head of Trading and is a member of the Compliance Committee.

Prior to MS&S

Previously, Bill served as the Business Manager and Director of Admissions at Upland Country Day School and Friends School in Mullica Hill.

Education and Credentials

Bill received his B.A. from Earlham College in 1980. He is a member of the CFA Institute and the Philadelphia Estate Planning Council.

Community Commitments

Bill is a member of the Finance Committee of Friends Council on Education. He has also been a Trustee of the Pennsylvania Association of Private Academic Schools, the Treasurer of Friends Education Fund, and is a former board member of the Upland Country Day School.

Personal Interests

“I enjoy spending time outdoors at our Pennsylvania farm and on salt-water fishing trips.”

 

“We treat each client as an individual and we manage their portfolios separately to meet their unique goals and needs. That’s quite rare these days. It’s something we can do because of an intentional decision to control the number of accounts each of us manages in order to ensure that each client receives the service they expect and deserve.”

William D. Wilson
Insights from William D. Wilson